In this fascinating interview, Exec Chairman Peter Harris & CFO Iwan Phillips of Northbridge Industrial take me through today's excellent 2021 results, positive Q1’22 trading & strong cash generation. Including:
Key top line growth drivers. Start
Reasons behind the higher gross margins & ROCE. 03:35
Capacity expansion plans at Burton-on-Trent. 04:55
US growth opportunity. 08:30
Managing cost inflation. 10:45
Crestchic’s ‘hidden’ asset backing, underpinning the shares. 12:05
Update on the Tasman exit. 15:25
Future investments. 17:05
Ultimately say in 5 years, how big might Crestchic become? 19:55
Theoretical valuation. 23:35
Future newsflow. 25:15
Q&A with Northbridge Industrial Exec Chairman, Peter Harris & CFO Iwan Phillips
Apr 12, 2022Disclaimer & Declaration of Interest
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